Institutional Ownership Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU). We have compiled data on the 337 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $2.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
69,296
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
69,044
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
66,899
shares
|
$1.57 Million
0.17% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
65,316
shares
|
$1.54 Million
0.29% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
65,179
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
64,885
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
64,369
shares
|
$1.52 Million
0.44% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
62,476
shares
|
$1.47 Million
0.62% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
59,685
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 94.27%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
58,836
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Added 44.71%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
58,570
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
57,491
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 36.96%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
53,126
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
52,324
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
51,095
shares
|
$1.2 Million
0.24% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
49,639
shares
|
$1.17 Million
0.89% of portfolio
|
Q1 2025
Reduced 78.45%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
49,607
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
48,674
shares
|
$1.15 Million
0.63% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
48,221
shares
|
$1.14 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
47,300
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
47,078
shares
|
$1.11 Million
0.58% of portfolio
|
Q3 2025
Added 36.81%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
45,900
shares
|
$1.08 Million
0.67% of portfolio
|
Q2 2025
Added 94.08%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
44,893
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
44,691
shares
|
$1.05 Million
0.44% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
43,439
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2025
Added 2.4%
|